Flat-fee financial advisors in Big Spring, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a flat-fee financial advisor if you want clear, predictable costs instead of fees based on your assets. Without understanding flat fees well, you could end up paying more than expected or getting less value for your money. Flat fees mean you pay a set amount regardless of your portfolio size, which can simplify budgeting.
- Fee structure clarity. Confirm exactly what services are included in the flat fee and whether any additional charges might apply.
- Experience with Texas taxes. Since Texas has no state income tax but significant property and sales taxes, ask how they incorporate these into your financial plan.
- Service scope. Flat fees often cover ongoing advice, but check if they include tax planning, investment management, or other specific services.
- Communication style. Understand how often and in what ways the advisor will update you, ensuring it matches your preferences.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew T
Series 66
Big Spring, TX
LPL Enterprise
Matthew Tompkins offers flat-fee financial planning and consulting services in Big Spring, TX, suitable for clients seeking predictable costs. Affiliated with LPL Enterprise, a large firm using a model-driven investment approach, he brings expertise in tax-loss harvesting and serves a diverse client base, differentiating him from advisors with smaller practices or different fee structures.
Experience: 0 years
Avg account: $239,757
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Cressinda H
CFP®, Series 63, Series 65, Series 66
Midland, TX
Eight 31 Financial, LLC
Cressinda Hyatt offers flat-fee consulting services suitable for clients seeking predictable costs in the Big Spring area, leveraging 20 years of experience and CFP® certification. Based in Midland, TX, she specializes in active portfolio management and alternative investments, serving primarily high-net-worth individuals with tailored, goal-based portfolios and discretionary management through Eight 31 Financial, LLC.
Experience: 20 years
Avg account: $6,965,280
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Garrett G
Series 66
Big Spring, TX
Raymond James Financial
Garrett Gunn offers flat-fee financial planning in Big Spring, TX, with eight years of experience and expertise in wealth management, tax strategies for small businesses, and business succession planning. Affiliated with Raymond James Financial, a large firm known for tailored, non-discretionary planning and municipal advisory services, he provides fixed flat fees alongside hourly consultation options, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 8 years
Avg account: $700,796
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Steven S
CFP®, Series 63
Big Spring, TX
LPL Financial
Steven Stone offers flat-fee financial planning up to $15,000, suitable for clients in Big Spring, TX seeking predictable costs. With 36 years of experience and CFP® certification, he specializes in wealth management, retirement income, and tax-loss harvesting, operating through LPL Financial, a large national firm providing extensive advisory and brokerage services.
Experience: 36 years
Avg account: $399,489
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Tanya M
Series 63, Series 65
Midland, TX
Horizons Financial Planning
Tanya Mc Cann offers flat-fee financial planning and consulting services in Midland, TX, near Big Spring, with fees ranging from $500 to $5,000. With 44 years of experience and expertise in wealth management and options strategies, she provides long-term investment approaches using both fundamental and technical analysis. Her firm serves individuals, including high net worth clients, as well as corporate and charitable organizations, distinguishing her from advisors focusing solely on individual clients.
Experience: 44 years
Avg account: $1,010,258
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